VLOOKUP stands for vertical lookup and we can use to scan a column and get matching data. In this article, learn how to use VLOOKUP with 10 practical examples. You also get a free sample workbook to practice VLOOKUP.
Table of Contents
What is VLOOKUP?
VLOOKUP stands for Vertical Lookup. We can use it scan your data to find a matching value.
You can use the below syntax to write VLOOKUP.
'SYNTAX
=VLOOKUP(search_value, in_this_data, return_column_number, approximate_match_ok?)
- Search_value: this is the first parameter or option for VLOOKUP. You can specify the lookup value here. It can be a typed-in value or reference to a cell value.
- In_this_data: This is where your data is. It can be on the same worksheet or in another tab. It can be a range of values (like B5:E17) or a table (like tblSales).
- return_column_number: This number tells VLOOKUP which column to extract after the result is found. Refer to below examples to better understand this.
- approximate_match_ok? This TRUE / FALSE setting tells VLOOKUP if you want an approximate or exact match for your search. In 99% of situations, I use FALSE for this, as we need EXACT matches in business situations.
VLOOKUP Explanation
Here is a simple VLOOKUP to get the sales value of Josh from my sales data in the range $B$5:$E$17. The formula returns the result of $1680.
Refer to below image to understand the concept of VLOOKUP.
'SYNTAX
=VLOOKUP(search_value, in_this_data, return_column_number, approximate_match_ok?)
'EXAMPLE
=VLOOKUP("Josh", $B$5:$E$17,3,FALSE)
'RESULT
1680
EXPLANATION
Vertically looks up “Josh” in column B of the range B5:E17 and returns the exact matching value from column D (3rd column from B). Refer to the above picture and syntax to understand the concept.
VLOOKUP - 5 Essential Examples
Now that you understand the concept of VLOOKUP, let’s look at 5 essential examples of this lookup function in day-to-day business settings.
Note: All these examples use the same sales dataset as above. You can grab a copy of this file from here.
Example 1 - Basic Usage of VLOOKUP
The most basic usage of VLOOKUP is to lookup a value in a table and get corresponding matching value from another column.
In this example, we want to lookup sales of “Josh” from the sales data in the range B5:E17.
'EXAMPLE 1
=VLOOKUP("Josh", $B$5:$E$17,3,FALSE)
'RESULT
1680
Example 2 - Using Input Cell for Search Value
One simple way to make your VLOOKUP formulas powerful is by using input cell to maintain the search value. This way, everytime you need to search for a different thing, you just update the search value.
'EXAMPLE 2
'Put a person's name in cell G8, such as Jagjit
'Formula:
=VLOOKUP(G8,$B$5:$E$17,4,FALSE)
'RESULT
709
Example 3 - Searching by pattern (name begins with)
Many times, we don’t know what the full value is. We just know the first few letters. For example, looking at the sales data in range B5:E17, you want to find the sales of the person whose name begins with the value in cell G5.
For example, G5 contains Jav
In this case, we are looking for the person Javed.
'EXAMPLE 3
'Type Jav in G5
'Formula:
=VLOOKUP(G5&"*",$B$5:$E$17,3,FALSE)
'RESULT
$2277
How this “Name begins with” VLOOKUP works?
- The formula is =VLOOKUP(G5&”*”,$B$5:$E$17,3,FALSE)
- First let’s look at the search_value option. This is G5&”*”
- As G5 is “Jav”, this becomes Jav*
- * is a special character for VLOOKUP. It means, anything after Jav.
- So VLOOKUP looks for any name that begins with Jav and finds Javed.
- The rest is easy to understand.
POP QUIZ…
- How would you find Net Sales for the person whose name ends with sh
- Write a formula for that and share your answers in the comment section.
Example 4 - Get the entire record
Let’s say you want the entire record, not just Net Sales column (3). In this case, you can use an array as the 3rd parameter for VLOOKUP. See this powerful example.
'EXAMPLE 4
'Get entire record for Johnson
'Formula:
=VLOOKUP("Johnson",$B$5:$E$17,{1,2,3,4},FALSE)
'RESULT
The entire row of values for Johnson
Johnson 10 $1,540 $570
Note about using this formula:
- If you have Excel 365 or using Excel on the web, the above formula works as is.
- If you are using any older version of Excel (such as Excel 2016 / 2013 / 2010), then you should do the below steps:
- Select a range of 4 cells for your result.
- Type the formula in the very first cell.
- Then instead of pressing ENTER, press CTRL+SHIFT+ENTER
Example 5 - When VLOOKUP can't find the value...
Life would be just awesome if we can always find what we want. Sadly, that is not the case. So what happens when VLOOKUP can’t find the value you want to look for?
It will return an error. #N/A error.
See below example. Read on to learn how to fix the problem.
'EXAMPLE 5
'Looking for an non-existent value
'Formula:
=VLOOKUP("Chandoo", B5:E17,2,FALSE)
'RESULT
#N/A
How to fix the #N/A error in VLOOKUP?
We can use the IFERROR function of Excel to handle errors with our VLOOKUP FORMULAS.
For example, you can use this formula to show a message like “Person not found” for the Example 5 above.
'EXAMPLE 5 with error handling
'Looking for an non-existent value
'Formula:
=IFERROR(VLOOKUP("Chandoo", B5:E17,2,FALSE), "Person not found")
'RESULT
Person not found
How to use VLOOKUP when you have data in a table?
VLOOKUP works great with data in tables or regular ranges. I prefer using VLOOKUP with table data as tables are easier to manage business data.
Related: Learn how to create and use Excel Tables.
Here are 3 examples of using VLOOKUP with CTRL+T Tables in Excel.
'VLOOKUP TABLE EXAMPLES
'Data is in table named tblSales
'Formula:
=VLOOKUP("Josh",tblSales,3,FALSE)
'Result:
$1680
'Formula
=VLOOKUP(G37,tblSales,3,FALSE)
'Result
$1799
'Formula
=VLOOKUP(G41&"*",tblSales,3,FALSE)
'Result:
$2277
Learn more about tables in Excel:
- Tables are a very powerful and time-saving feature of Excel. Please refer to below articles to learn more.
- How to create and use tables in Excel
- Tables + VLOOKUP examples
VLOOKUP - Video Tutorial
Please refer to below video tutorial to understand how to use VLOOKUP.
Download VLOOKUP Examples - Workbook
Please download the sample workbook for this article and learn how to use VLOOKUP quickly.
What are the limitations of VLOOKUP?
While VLOOKUP is a game changer when it was originally introduced, when you look at the data challenges we all face in 2024, it suffers from many limitations. Here are the main downsides of using VLOOKUP.
- It can only lookup on the left-most column: VLOOKUP can only search on the data in left-most column of the table and return values to the right. So, if you want to find out the sales person’s name who has sales of $2,133, we can’t do that with VLOOKUP.
- We can use INDEX+MATCH or XLOOKUP (my preference) to solve this problem.
- Column Numbers: Let’s be real. Nobody refers to their data by column numbers. We think and memorize the data by what it is. So, if I want to lookup a name and get the corresponding sales, then I must translate the sales to column number for VLOOKUP. This is lame.
- We can use XLOOKUP to fix this problem.
- No Error handling: VLOOKUP doesn’t handle errors by itself. So if your lookup cannot find the value, it just comes back with #N/A. This often has a cascading effect on the charts, dashboards or reports you create.
- We can use either XLOOKUP or IFERROR to solve this problem.
- Approximate Trap: I can’t tell you how many times I accidentally leave the last parameter of VLOOKUP out and end up getting wrong results. This is because, if you forget to say FALSE at the end of VLOOKUP, you fall into the approximate trap. Your VLOOKUP RESULTS WILL BE WRONG.
- We can use XLOOKUP or be careful when writing VLOOKUPS.
My top 3 Alternatives for VLOOKUP
Let me be honest here. As of 2024, I no longer use VLOOKUP to solve my lookup problems in Excel. I use one of these alternatives depending on the nature of the job.
- XLOOKUP: Ever since XLOOKUP was launched a few years ago, it has become my go to lookup formula. It can do everything VLOOKUP does and adds many time-saving features.
- XLOOKUP can lookup both vertically or horizontally.
- XLOOKUP defaults to exact match all the time.
- It can lookup on any column and return another column (thus fixing the left column only limitation of VLOOKUP)
- It has built-in error handling mechanism.
- It works well with new Dynamic Array world of Excel.
- Power Query: We can use the MERGE Queries functionality of Power Query to lookup and get matching values for two tables quickly and efficiently. I mention this in my recent video here.
- Power Pivot: If you have two tables each holding one piece of a data puzzle and you want to answer business questions by combining both datasets, we can use Power Pivot’s relationship feature. This automatically connects both tables and let’s you synthesize data to answer queries. Learn how to use Power Pivot to replace VLOOKUPs.
In conclusion: Should you learn and use VLOOKUP?
As mentioned above, I no longer actively use VLOOKUP for my lookup problems. That said, it is a very useful formula and I recommend everyone to learn the basic syntax at the minimum.
- If you use Excel 365 or Excel on Web: Focus on learning XLOOKUP instead.
- If you also work in Power BI: Learn how to use Power Query and Power Pivot to replace LOOKUPS in your data.
- If you work with older versions of Excel: Then VLOOKUP is a must for you. Learn and use it well.
More information on VLOOKUP
Check out below resources and help to learn more about VLOOKUP and alternatives.
27 Responses to “9 Box grid for talent mapping – HR for Excel – Template & Explanation”
Great stuff! I can understand how to add a slicer to the pivot table, but how do you implement the departmental selector on the 'Filter' formula scheme?
Just saw this on your Youtube channel, and it’s areat idea...!
An easy way to overcome the "ugliness" of pivot tables and get it to look nice (in the format of the Output sheet), would be to simply build a sheet with the nice map at the top, a pivot underneath it and a slicer next to formatted map and then reference each of the 9 cells in the formatted map to the “related” cell in the Pivot.
Keep up the good work!
/Claus
Thanks Claus. That is a great idea 🙂
Hi Chandoo,
This is great! Curious how to make additional columns operate the same as the Department column (ex. have a "manager column") that would allow you to sort a 9 box by manager, area, or team in addition to department?
Feel free to email me if needed! mfry01@minnetronixmedical.com
Happy New Year
Madison Fry
I am curious about the smae thing. I would like to populate the 9 box with other views as well by adding additional columns. IE., I would like to add location, region, etc. Thank you.
This is great, thank you!
How can i see the whole data set of all the teams in the output table. Need a formula that will pick up all the employees
Hello,
Love the template. Thank you. Question - the drop down to pick a department on the Output tab does not seem to work on the downloadable template. Am I doing something incorrectly?
Thank you!
Hi Heather... Thank you. I am using Excel 365 to make the calculations. If you are using an older version of Excel, then the drop-down filter won't work.
Hi
I was able to follow your 9 box grid and modified based my needs. However, you tutorial did not show how to you create the filter for the "Pick a department. Can you kindly share how to create that filter that updated the grid. Thank you.
I am working on this project but I am struggling with the data validation for the department. I copy the worksheets data entry and output as the managers want to see different tabs for each managers.
I updated the source reference for each tab but It does not update the grid based on the new source. The list was updated but it does not populate the grid based on the performance and potential listed.
In addition the hyperlink Update Data and View Talent Map no longer works. Can you please help me.
I keep getting this error message in the pivot table:
This formula is invalid or incomplete: 'The expression is not valid or appears to be incomplete. Please review and correct the expression.
The following syntax error occurred during parsing: Invalid token, Line 1, Offset 14, ‘.
Hi, I used your 9-box excel template with excel 365. First off, thank you so very much. It is incredibly helpful!! My only question is that the boxes aren't big enough for all of the employees (specifically the middle which we call 'Core Employee'). Is there a way to make the boxes larger? Even though it is in excel, I am not able to increase row height (like I normally do in a speadsheet). Any ideas? Thanks again, Jody
Hi Chandoo,
Thanks for the great content. Re. 9 box grid, pls advise how do I increase the size of the box to accommodate more names?
Hi Chandoo,
I figured it out. Excel 365 has the format row height on the ribbon. Thank you
Merci Chandoo pour le modèle proposé,
j'ai une question et un souhait est il possible de développer davantage ce modèle en insérant la photo de chaque employé.
Hi Chandoo!
Great tutorial and tool, thank you! Your tutorial didn't include how to create additional filters on the "Output" tab. Could you please share how you did it?
Can this be done exactly in google sheets?
Hi Chandoo,
Thanks for the video it was really helpful. Is there any way to multi select the dropdown to display multiple or all departments rather than just one at once?
Hello Prish
I have Microsoft 365 and I am struggling to make the boxes larger/unable to increase row height; any idea how you made this work? Specifically in the Output tab where the map is?
Many thanks
Hello Jody, I have Microsoft 365 and I am struggling to make the boxes larger/unable to increase row height; any idea how you made this work? Specifically in the Output tab where the map is? Many thanks
Is there a way to change the 9 box wording descriptions, i.e. Work Horses, to our own internal langauge?
You can edit the file. The descriptions are textboxes.
Hi Chandoo, this is awesome and has worked perfectly. Due to a big organisation the 9 box grid on the output file is too small. I tried adjusting using the row/width ribbon under the format ribbon however it doesn't seem to work. Is there an easier way to adjust this?
Thanks!
When I drag the formula, it doesn't work, and the order I use with the data changes. In the beginning, the order is it is " candidates," " potential," and " performance," but when it goes to another column, it is " Potential," Performance," and "Candidates."Can you help me? Thank you very much, sending love from vietnam
Hi- I am working on the 9 grid project and I am trying to expand the box since I have over 100 names on a few of the columns. How do I do that?
Hi, Thank you this is great stuff and really useful.
As well as department as demonstrated on your clip, how can I display all candidates on the grid at once?
Many thanks in advance